Patrick Peterson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career there in 2001 after earning a Bachelor's degree in finance from Wofford College. Patrick focuses on assisting affluent families with complex financial challenges by developing well-designed, regularly reviewed, and clearly articulated wealth management plans. Patrick is a qualified Portfolio Manager who offers both traditional advice and customized portfolio strategies. His approach involves managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification since 2008, the Chartered Retirement Planning Counselor™ (CRPC™) designation since 2003, and is a Personal Investment Advisor (PIA). Living in Charleston, Patrick enjoys spending time with his wife, Erin, and their three children, Rory, Teddy, and Knox. His personal interests include fishing, music, and reading.

Daniel Parsons is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2015 and at Bank of America from 2015 to 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party asset managers.

Amal Gawle is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products through affiliated entities.

Jennifer Mills is a financial advisor at Raymond James & Associates with 27 years of industry experience. She has been with Raymond James since 2013 and holds Series 63 and Series 65 credentials. Mills and her husband own a condo in Winter Park, Colorado, which they manage as a short-term rental through a property management company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers financial planning and investment consulting with a range of portfolio management strategies, and it provides specialized municipal advisory services alongside its broad advisory and fiduciary solutions.

Bradley Worsham is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones in Charleston, SC since 2014. He provides private pickleball lessons in the Charleston area as an extracurricular activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Dalton Heffel is a CFP® professional with three years of industry experience, currently affiliated with OSAIC. He previously worked at the University of Wisconsin Whitewater for twelve years. He also operates Granite Bridge Wealth Management, his investment advisory business, and holds a position as an insurance broker. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Nicole Duvall is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, she works with a team of specialists to design comprehensive, customized wealth strategies aligned with each family's unique goals and priorities. She focuses on building enduring relationships based on trust and transparency and provides disciplined, forward-looking guidance to help clients navigate complexity and preserve wealth across generations. Nicole has extensive experience in wealth management and financial advising, having held various roles at Fidelity Investments since 2010, including Vice President and Branch Leader. Prior to joining Fidelity, she worked as a Financial Advisor at Wells Fargo Advisors and as a Private Risk Advisor at Wachovia Bank. She began her career as a State Farm Agent. Outside of her professional work, Nicole enjoys playing golf, table tennis, and tennis.

John Gibbs is a financial advisor with Merrill in Charleston, SC, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Merrill since 2013 and concurrently at BOFA Securities, Inc. since 2019. Outside of his advisory work, he serves on the board of directors for Sea Island Habitat for Humanity, a charitable organization in South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Randazzo is a financial professional with 39 years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. Randazzo also operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to various investment strategies and custodial relationships.

John Le May is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance, among others. He also serves as the Chairperson of the Millennials At The Top council for the Southeastern Chamber of Commerce, a nonprofit organization focused on regional business and tourism development. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Jared Larrow is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with TrueGuidance Holdings, LLC as a registered team member managing an advisory business. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm serves a broad client base through its extensive advisory, brokerage, and insurance offerings typical of a large institutional provider.

Christopher Barton is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Merrill, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Outside of his advisory role, Barton is involved as an insurance agent with Life Policy Pros. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various operational and research tools.

Ellis Hargadon is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Fidelity Investments and Massachusetts Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Charles Matthews is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and First Citizens. Outside of advising, he has worked in the restaurant industry. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a variety of portfolio management and retirement services, operating a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Lindsey Rickards is a financial advisor at UBS Financial Services with 10 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, ARAMARK, and Merrill. She holds Series 63 and Series 65 designations. Outside of her advisory work, she serves as an assistant coach with First Tee–Greater Baltimore, a youth education organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Eric Rozzi is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Group and involvement with Patrick Property Hospitality Group. Outside of finance, he has experience in education and community service, having worked at the University of South Carolina, Trident Technical College, Wando High School, and held a position in the South Carolina Senate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Jeremy Billew is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at McKenna Agency for 14 years. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic, tactical, and alternative investment options.

Natalie Bodker is a Series 66 certified financial advisor with nine years of industry experience, currently practicing at Edward Jones in Johns Island, SC. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Neal Webb is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at South Carolina Bank & Trust, Sorrento Pacific Financial, Uvest Financial Services Group, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alexander Shields is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked with Quail Valley Golf Course and Square Pizza LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and planning tools, with a focus on advisory services rather than individual security recommendations.